Wealth Managers (India) Pvt. Ltd.

Equity, Debt, Hybrid · 12 investment approaches

Total AUM

₹852 Cr

Years Active

11.8

AUM Change (3M)

+6.9%

AUM Change (1Y)

+22.4%

Min Investment

₹50L

Schemes

12

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Real Assets Portfolio	Hybrid	₹2 Cr	+2.12%	+31.58%	-	+22.17%	1.76
Optimiser Mid & small Cap	Equity	₹20 Cr	+0.37%	+18.69%	+22.77%	+20.78%	0.96
Moat Portfolio	Equity	₹57 Cr	+0.70%	+15.60%	+19.70%	+9.86%	-
Select Large Cap Portfolio	Equity	₹28 Cr	+1.88%	+14.67%	-	+12.42%	0.22
Select Direct Growth Portfolio	Equity	₹140 Cr	+2.82%	+11.66%	+16.26%	+17.70%	1.02
Focused Leadership Portfolio	Equity	₹138 Cr	+3.88%	+9.53%	+12.56%	+13.10%	0.65
Optimiser Small Cap	Equity	₹3 Cr	-5.02%	+8.75%	+24.40%	+24.04%	1.16
Select Direct Asset Allocation Portfolio	Hybrid	₹209 Cr	+0.74%	+5.42%	+9.44%	+9.82%	0.74
Liquidity Portfolio	Debt	₹0 Cr	+0.16%	+3.52%	-	+4.50%	-
Sensex Plus Portfolio	Equity	₹19 Cr	+0.95%	+1.55%	-	+2.08%	-0.31
Optimiser Portfolio	Equity	₹232 Cr	+2.36%	+1.35%	+21.77%	+24.76%	0.99
Smart Beta Portfolio	Equity	₹5 Cr	+2.63%	-0.55%	-	+4.36%	-0.22

Real Assets Portfolio

Optimiser Mid & small Cap

Select Large Cap Portfolio

Select Direct Growth Portfolio

Focused Leadership Portfolio

Optimiser Small Cap

Select Direct Asset Allocation Portfolio

Liquidity Portfolio

Sensex Plus Portfolio

Optimiser Portfolio

Smart Beta Portfolio